Cash Flow Advisory (COVID-19)
Carry out Cash Flow Advisory with confidence during the COVID-19 crisis.
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Cash Flow Advisory in Intuit QuickBooks Template
Download your free Cash Flow Advisory in Intuit QuickBooks template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is designed to guide you through cash flow advisory with Intuit QuickBooks.
Once the template is used to create a work item, assign it to a recurring schedule on a weekly/ monthly/ quarterly basis based on the agreement with your client.
This work template enables you to:
- Confirm your cash flow advisory meeting
- Complete the cash flow advisory prep work
- Conduct the cash flow advisory meeting
- Follow-up with the client
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Intuit
Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.
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